See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,053 | $111,724-44.5% | $93,606-33.7% | $145,922-57.5% |
| Participation rate | 89.5% | 74.2%+15.3pp | 68.7%+20.8pp | 80.3%+9.2pp |
| Annual return | 10.40% | 202.98%-192.6pp | 133.20%-122.8pp | 561.29%-550.9pp |
| Employer contribution / active EE | $1,331 | $3,090-56.9% | $2,420-45.0% | $4,660-71.4% |
| Participant deferral / active EE | $6,248 | $4,912+27.2% | $4,411+41.6% | $6,688-6.6% |
| Admin fee / account holder | $17,921 | $10,250+74.8% | $8,285+116.3% | $13,397+33.8% |